+1,171.8%
MPC vs IOVA
+0.8%
+1,171.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | +11.2% | -3.5% | +14.7% | +11.5% |
| 30D | -14.5% | -45.4% | +30.9% | -11.9% |
| 3M | +16.7% | +19.0% | -2.3% | +13.7% |
| 6M | +67.6% | +112.0% | -44.5% | +55.3% |
| YTD | +157.9% | +184.2% | -26.3% | +130.8% |
| 1Y | +116.7% | +222.0% | -105.3% | +91.5% |
| 3Y | +199.8% | +92.6% | +107.2% | +154.6% |
| 5Y | +604.4% | -63.2% | +667.6% | +546.9% |
| All | +1,171.8% | +0.8% | +1,171.0% | +922.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling